Operations Checklist
To manage daily operations I want to set up standardized policies and procedures. What should I make sure I cover?
Question: To manage daily operations I want to set up standardized policies and procedures. What should I make sure I cover?
Answer: Policies and procedures related to daily operations should address, at a minimum, the following areas:
- handling of professional courtesy,
- handling accounts with credit balance,
- printing a face sheet,
- voiding a procedure,
- pre-billing analysis,
- printing of encounter forms - pursuant to scheduling and on demand,
- no-show encounter tracking,
- encounter tracking report,
- appointment templating,
- financial agreement, and
- daily balancing.
Asset Protection and Financial Planning
December 6th 2021Asset protection attorney and regular Physicians Practice contributor Ike Devji and Anthony Williams, an investment advisor representative and the founder and president of Mosaic Financial Associates, discuss the impact of COVID-19 on high-earner assets and financial planning, impending tax changes, common asset protection and wealth preservation mistakes high earners make, and more.
